Willow Creek Wealth Management portfolio

What changed this quarter

105 positions with a change (11 new, 40 added to, 44 trimmed, 10 sold); also, 1 entered through an IPO. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Dimensional ETF Trust−0.7 ppof portfolioSold out
  0.7% → —

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Dimensional ETF TrustDFAT9.9%
• Vanguard Short-term Bond ETFBSV9.1%
• State Street SPDR P AGG Bond ETFSPAB7.6%
• Dimensional ETF TrustDFUS4.9%
• Dimensional ETF TrustDFAI3.9%
• Dimensional ETF TrustDFUV3.7%
• Schwab U.s. Tips ETFSCHP3.5%
• Vanguard Intermediate-term B ETFBIV3.2%
• iShares Short-term National ETFSUB3.1%
• Costco WholesaleCOST2.9%
• American Centy ETF TrAVLV2.9%
• Dimensional ETF TrustDFEM2.6%
• Dimensional ETF TrustDFIV2.5%
• State Street SPDR P St C Corp ETFSPSB2.5%
• Vanguard Tax-exempt Bond ETFVTEB2.5%
• American Centy ETF TrAVDV2.2%
• State Street SPDR P St Term TSY ETFSPTS2.0%
• State Street SPDR P Int C Corp ETFSPIB1.8%
• Dimensional ETF TrustDFGR1.5%
• AppleAAPL1.5%
• Dimensional ETF TrustDFAU1.3%
• State Street SPDR P Tips ETFSPIP1.3%
• Dimensional ETF TrustDFSU1.2%
• American Centy ETF TrAVSD1.1%
• State Street SPDR P Int Term TSY ETFSPTI1.1%
• American Centy ETF TrAVUV1.0%
• Procter & GamblePG1.0%
• Dimensional ETF TrustDFSI1.0%
• Cisco SystemsCSCO0.8%
• AlphabetGOOG · GOOGL0.7%
• Dimensional ETF TrustDFSE0.7%
• American Centy ETF TrAVSE0.7%
• DFA Invt Dimensions Group In0.7%
• Dimensional ETF TrustDFAX0.7%
• American Centy ETF TrAVSU0.6%
• Vanguard Instl Index FundVBIL0.5%
• Dimensional ETF TrustDFAC0.5%
• Dimensional ETF TrustDFAE0.5%
• Vanguard Real Estate ETFVNQ0.4%
• TeslaTSLA0.4%
• Manager Directed PortfoliosVGSR0.4%
• iShares ESG Aware Msci USA S ETFESML0.4%
• Dimensional ETF TrustDISV0.3%
• iShares 0-3 Month Treasury B ETFSGOV0.2%
• MicrosoftMSFT0.2%
• Vanguard S&P 500 ETFVOO0.2%
• Johnson & JohnsonJNJ0.2%
• Vanguard Index FundsVTI0.2%
• Dimensional ETF TrustDFIC0.2%
• iShares Core S&P Midcap ETFIJH0.2%
• Dimensional ETF TrustDFAS0.2%
• Thermo Fisher ScientificTMO0.2%
• Vanguard Total Bond Market ETFBND0.2%
• Vanguard Info Tech ETFVGT0.2%
• State Street SPDR BB 1-3m T-bill ETFBIL0.1%
• iShares Core S&P 500 ETFIVV0.1%
• Berkley W RWRB0.1%
• iShares Russell 1000 Growth ETFIWF0.1%
• Vanguard Russell 1000 Value ETFVONV0.1%
• VerisignVRSN0.1%
• Dimensional US Small Cap Value ETF0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.1%
• Dimensional ETF TrustDFIP0.1%
• Vanguard Most Sm-cap ETF-usd ETFVB0.1%
• Vanguard Index FundsVO0.1%
• VisaV0.1%
• State Street SPDR P Mort Back Bond ETFSPMB0.1%
• Vanguard International Equity Index FVWO0.1%
• Vanguard Ftse Developed ETFVEA0.1%
• Dimensional ETF TrustDFLV0.1%
• iShares Core S&P Total U.s ETFITOT0.1%
• Vanguard Core Tax-ex Bond ETFVCRM0.1%
• iShares ESG Aware 1-5 Year U ETFSUSB0.1%
• Vanguard Ultra Short Bond ET ETFVUSB0.1%
• NVIDIANVDA0.1%
• JPMorgan ChaseJPM0.1%
• Vanguard Health Care ETFVHT0.1%
• Vanguard Mortgage-backed Sec ETFVMBS0.1%
• iShares Russell 1000 Value E ETFIWD0.1%
• iShares S&P Small-cap 600 VA ETFIJS0.1%
• iShares ESG Optimized Msci U ETFSUSA0.1%
• Vanguard Total International Stock ETFVXUS0.1%
• Vanguard Short-term Tips ETFVTIP0.1%
• Invesco QQQ Trust Series 1 ETFQQQ0.1%
• iShares ESG Msci KLD 400 ETFDSI0.1%
• IntuitINTU0.1%
• Dimensional ETF TrustDFCA0.1%
• Planet Labs PBCPL0.1%
• State Str Spdr S&P 500 ETF TSPY0.1%
• iShares ESG Aware USD Corpor ETFSUSC0.1%
• American Centy ETF TrAVUS0.1%
• Invesco Exchange Traded Fund TPRF0.1%
• Amazon.comAMZN0.1%
• Vanguard Dividend Apprec ETFVIG0.1%
• Eli LillyLLY0.1%
• McDONALD’SMCD0.1%
• Vanguard Sh Term Tax-ex Bond ETFVTESunder 0.1%
• AflacAFLunder 0.1%
• Vanguard Index FundsVOTunder 0.1%